Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-100
Closed -$3.33K 596
2022
Q4
$3.33K Sell
100
-68
-40% -$2.26K ﹤0.01% 560
2022
Q3
$4K Hold
168
﹤0.01% 604
2022
Q2
$5K Buy
+168
New +$5K ﹤0.01% 592